Lido Advisors

A private wealth management firm looking to scale for the modern investor.

The Challenge:

Lido Advisors, one of the world's largest wealth management firms, was underrepresented in the media compared to its peers. To stand out, the team needed to elevate its brand and executive profiles within a highly competitive media landscape.

The Approach:

Developed a comprehensive corporate and PR narrative to ensure consistent and standout messaging across channels. We also refreshed Lido's senior executives’ thought leadership strategies, identifying pivotal news moments and market differentiators to ignite media interest.

Results:

Established recurring appearances for Lido's President, Ken Stern, on CNBC's Power Lunch, which heightened the company's visibility amongst investors, potential clients, and industry peers. We also secured prestigious industry awards on the company's behalf, garnered top trade coverage, and published op-eds to continue elevating the brand.

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